Sam Engineering & Equipment (m) Bhd · MYX:SAM

Sam Engineering & Equipment (m) Bhd — Shareholder Meeting (August 2019)

30 slides from Sam Engineering & Equipment (m) Bhd's shareholder meeting presentation, Aug 28, 2019

  1. Slide 1: 25th AGM Presentation

    SAM Engineering & Equipment (M) BHD th 25 AGM Presentation 28th August 2019

  2. Slide 2: Our Business

    Our Business Ss AM Aerospace / _—y AM Equipment / Confidential

  3. Slide 3: SAM EE Footprints

    SAM EE Footprints PE1 – Special Process SPA – Large Format PE6 – Sheet Metal & Tuas, Singapore (54K sqft) Aerospace Machining Special Process (62K sqft) (140K sqft) (177K sqft) PE3 – Big Format Machining PE5 – Small Format PE7 – Equipment Jurong, Singapore (131K sqft) Machining (131K sqft) Integrati

  4. Slide 4: Operations Update

    Operations Update  Equipment  Aerospace

  5. Slide 5: Equipment / Aerospace

     Equipment  Aerospace

  6. Slide 6: Equipment : Contract Manufacturing

    Equipment : Contract Manufacturing Semicon Equipment • Good progress on larger market share and higher level integration for existing main assembly product. First article in progress. • Winning few new projects. Storage Device Equipment • Big Data Generation for enterprise market has driven bigger c

  7. Slide 7: Equipment : Machining

    Equipment : Machining Machining Technology • Customer’s approval granted to run mass production for Semiconductor Front End Business and complex parts on the new machines (4 units of 5 axis machines and 1 unit of turn-mill 9 axis).

  8. Slide 8: Aerospace / Equipment

     Aerospace  Equipment

  9. Slide 9: Aerospace Core Products

    Aerospace Core Products Nacelle Beams Engine Cases

  10. Slide 10: Officially opened by Minister of International Trade and Industry

    Officially opened by Minister of International Trade and Industry, Yang Berhormat Datuk Darell Leiking.

  11. Slide 11: Aerospace : Aerostructures

    Aerospace : Aerostructures State-of-the-art flexible manufacturing system

  12. Slide 12: Aerospace : Casings

    Aerospace : Casings Automated Line at Singapore Tuas Facility Machining Non Destructive Test Deburring Coating Measurement

  13. Slide 13: Towards Industry 4.0

    Towards Industry 4.0 Robotic Applications Coating Equipment Deburring Equipment

  14. Slide 14: Towards Industry 4.0

    Towards Industry 4.0 Digitalisation with IOT-enabled Production Environment Full connectivity and visibility of all production operations enable seamless control of the physical production

  15. Slide 15: Financial Highlights

    Financial Highlights SAM Confidential

  16. Slide 16: Revenue

    Revenue RM’Mil +136 800 (+22%) 755 Aerospace 700 Equipment 620 619 537 CAGR 600 295 14% 500 452 287 248 227 400 140 300 460 200 371 312 333 310 100 0 FY2015 FY2016 FY2017 FY2018 FY2019

  17. Slide 17: Revenue By Segment

    Revenue By Segment FY2018 FY2019 40% RM619mil 60% 39% RM755mil 61% Aerospace Equipment

  18. Slide 18: Profit Before Tax

    Profit Before Tax RM’Mil 100 +22 95 (+30%) 90 80 73 CAGR 69 24% 70 60 55 50 39 40 30 20 10 0 FY2015 FY2016 FY2017 FY2018 FY2019

  19. Slide 19: Capital Investments

    Capital Investments FY2019 Investment Aerospace > RM300mil 103m FY2018 101m Milling machines & FMS line for A320neo and A350 Beams FY2017 78m Milling machines & FMS FY2016 line for Leap Casings Equipment Machines for Prismatic Parts 25m Machines for Small Format Machining Machines for Chambers

  20. Slide 20: Business Outlook

    Business Outlook  Equipment  Aerospace

  21. Slide 21: Equipment / Aerospace

     Equipment  Aerospace

  22. Slide 22: Key Industries for Equipment Business

    Key Industries for Equipment Business Semiconductor • Front End • Back End FY2019 Storage Devices 39% • Solid State Drive RM755mil • Hard Disk Drive 61% Others • Medical • Automotive • Telecommunication

  23. Slide 23: Semiconductor Equipment Market Outlook

    Semiconductor Equipment Market Outlook -18% in 2019 +12% in 2020 $65bil $59bil $52bil 2019 2020 Forecast Source: SEMI/SEAJ Worldwide Semiconductor Equipment Market Statistics report, July 2019

  24. Slide 24: Storage Devices – Digitizing the World

    Storage Devices – Digitizing the World Data Demand Ever Expanding • Consumer • Enterprise • Public Cloud

  25. Slide 25: Aerospace / Equipment

     Aerospace  Equipment

  26. Slide 26: Aerospace Products and Programs

    Aerospace Products and Programs A220 Aerostructure (Small to Large Size) • A220 • A320neo A320neo • A350 > 2 meter • B787 Aero-Engine 777 • A320ceo/neo • B737NG/max • B777 • B787 C919 • C919 • Global 7500/8000

  27. Slide 27: Aerospace Outlook

    Aerospace Outlook • Healthy aircraft order book for Airbus and Boeing (9.0 years*) (7.1 years*) 5,745 7,198 *Based on 2018 production rate Source: Airbus & Boeing July’19 • Airbus GMF 2018 projected industry growth CAGR 4% over the next 20 years SAM Aerospace projected order book RM2.7 billion

  28. Slide 28: Boeing 737Max Aircraft

    Boeing 737Max Aircraft B737Max Crashes 1. Lion Air, JT 610, crashed on 29th Oct 18 killing all 189 on board 2. Ethiopian Airlines, ET 302, crashed on 10th Mar 19 killing all 157 on board Status 1. Investigations on crashes still on-going 2. Boeing is working to fix its anti-stall flight control soft

  29. Slide 29: Short Term Uncertainty – Boeing 737Max

    Short Term Uncertainty – Boeing 737Max 737Max grounded by FAA 13 March 2019 Boeing announced production rate cut to 42 aircraft 5 April 2019 monthly (-20%) FAA announced potential risks which Boeing need 26 June 2019 to mitigate Boeing announced it expected the B737Max to be in operation by Oct 2019

  30. Slide 30: Thank You

    Thank You SAM

SAM Engineering & Equipment (M) — Shareholder Meeting (August 2019) on 6ix